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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Alpine Asset Management (swap one in):+ Reed Capital Management, LLC $54.4M+ Focus Capital, LLC $54.4M+ Bridge the Gap Retirement Planners $49.1M · Simi Valley, CA+ Tree City Investments, Inc. $49.1M · Lake Forest, IL
Zephyr Cove, NV
Port Angeles, WA
Eugene, OR
Assets under management$51.7M$54.4M$49.1M
Asset growth, last 2 years–––
Advisory staff122
Individual clients415344
Assets per client$1.3M$1M$1.1M
Clients per advisor412722
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack224
People on Advicer.bio142

From each firm's latest Form ADV (Mar 2026, Sep 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolAlpine Asset ManagementUpleft Asset ManagementIsler Wealth Management, LLC
Custodial Platform
Charles Schwab––Uses it
SEI–Uses it–
Digital Marketing
Snappy Kraken––Uses it
Email & Office Suites
Microsoft 365––Uses it
Financial Planning
RightCapital (Right Capital)Uses it––
Portfolio Management
Orion––Uses it
Website Builders
SquarespaceUses itUses it–